+54.3%
UNP vs URA
+35.4%
+18.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | +4.2% | -1.5% | +5.8% | +4.3% |
| 30D | +5.6% | -10.4% | +16.0% | +5.9% |
| 3M | +2.0% | -29.6% | +31.7% | +3.2% |
| 6M | +15.4% | -40.3% | +55.7% | +17.6% |
| YTD | +32.7% | -25.5% | +58.2% | +32.7% |
| 1Y | +39.4% | -26.4% | +65.9% | +39.3% |
| 3Y | +54.3% | +31.4% | +22.9% | +40.0% |
| All | +54.3% | +35.4% | +18.9% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling